Meet Our Team
Jason Davis is the President and CEO of Knepp Financial Group, LLC and Knepp and Associates Tax Service, LLC. He joined the firm in July of 2000. He has worked closely with individuals and their families who have a real desire and commitment to plan for their future. Jason brings a wealth of professional knowledge to his clients, helping them understand how to manage their investments through the ups and downs of the market, and craft solid plans to help pursue their financial goals. He holds a B.B.A. in Finance from Midwestern State University in Wichita Falls, TX. Jason carries the designation of Certified Fund Specialist (CFS) and is a Registered Principal and Investment Advisor with FSC Securities Corporation. He maintains the Series 7, 24, 63, and 65 registrations with clients in multiple states. He is licensed for life/health insurance in Michigan and is a member of the National Association of Tax Professionals. He resides in South Lyon with his wife, Dana and daughter, Kylie.
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Michele Salvato is the Director of Client Services and our Information Technology Specialist. She has been with Knepp Financial Group, LLC and Knepp and Associates Tax Service, LLC for over 25 years. She holds a B.S. in Accounting from Madonna University. She is a Certified Fund Specialist (CFS) and is a Registered Representative with FSC Securities Corporation. She maintains the Series 7 and 63 registrations for Michigan. Her main responsibilities include investment advice, client relations management, and information and operating systems management.
*Jennifer Barrett is the Client Service Specialist for Knepp Financial Group, LLC and the Operational Manager for Knepp and Associates Tax Service, LLC. She has been with our firm since 2015. She holds a B.S. in Mechanical Engineering from Michigan Technological University and is a Certified Financial Planner™ professional. Her main responsibilities are managing Knepp and Associates Tax Service, LLC including tax preparation and tax planning for clients. She also assists with client requests and services for Knepp Financial Group, LLC.
*not registered with FSC Securities Corporation
*Dana Davis is the Office Manager for Knepp Financial Group, LLC and Knepp and Associates Tax Service, LLC. She has been with the company since 2014. She holds a B.S. from Abilene Christian University. Her main responsibilities are managing daily operations, client inquiries, scheduling, and corporate financials.
*not registered with FSC Securities Corporation
*David Katz is an Enrolled Agent (EA) and has been with Knepp and Associates Tax Service, LLC since 2008. He has been an EA, enrolled to practice before the Internal Revenue Service since 1996. He has a B.S. from Eastern Michigan University. His main responsibilities include tax planning, tax return preparation, dispute resolution with the IRS, and client representation.
*not registered with FSC Securities Corporation
*Joel Scheuher is an Enrolled Agent (EA) and has been working with Knepp and Associates Tax Service, LLC since 2009. He has been an EA, enrolled to practice before the Internal Revenue Service since 2002. He has a B.B.A. from University of Michigan, M.I.L.S. from University of Michigan, and a M.B.A. from Wayne State University. His main responsibilities include tax planning, tax return preparation, dispute resolution with the IRS, and client representation.
*not registered with FSC Securities Corporation
*LiMon Cheung is a Certified Public Accountant (CPA) and Enrolled Agent (EA) and has been working with Knepp and Associates Tax Service, LLC since 2009. She has been an EA, enrolled to practice before the Internal Revenue Service since 2006 and a CPA since 2011. She has a M.A. in Economics from University of Kansas, M.S. in accounting from University of Michigan, and a Private Pilot License (PPL). Her main responsibilities include tax planning, tax return preparation, dispute resolution with the IRS, and client representation.
*not registered with FSC Securities Corporation
Roxy is Knepp Financial Group LLC’s mascot. She has a gentle and friendly nature, and is sure to brighten everyone’s day.